Team Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Team Financial Group’s Portfolio WTMF Stock Details WTMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,078	Closed	-$162K	–	260
2026 Q1	$162K	Hold	4,078	–	–	0.07%	58
2025 Q4	$155K	Buy	4,078 +300	+8%	+$11.5K	0.07%	55
2025 Q3	$143K	Buy	3,778 +316	+9%	+$11.5K	0.07%	57
2025 Q2	$122K	Buy	+3,462	New	+$119K	0.06%	56
2024 Q1	–	Sell	-6,412	Closed	-$225K	–	216
2023 Q4	$225K	Sell	6,412 -2,882	-31%	-$99.7K	0.16%	29
2023 Q3	$327K	Buy	+9,294	New	+$326K	0.27%	22

Other funds holding WTMF

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Team Financial Group's WTMF Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026, closing a stake of 4,078 shares — an estimated $162K sold.

Team Financial Group first reported a position in WTMF in Q3 2023 and held it in 6 quarters. The position peaked at $327K in Q3 2023. 14 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 4,078 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $162K.
Team Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $327K in Q3 2023.
14 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.